RTRE

COLLABORATIVE INVESTMNT SER
$25.08-0.11 (-0.42%)BATS

Institutional Holders

12

as of Q4 2025

Total Shares Held

1.1593961555653468e+47B

Total Value

$2.926439268747707e+22T

% of Float

Price History

$24.34$24.81$25.29$25.76$26.24Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Belpointe Asset Management LLC1,159,396$29.3M1.06%Share
2Hobbs Group Advisors, LLC155,565$3.9M1.18%Share
3PUFF WEALTH MANAGEMENT, LLC34,672$874K1.13%Share
4Oregon Pacific Wealth Management, LLC30,529$770K0.80%Share
5Independent Wealth Network Inc.26,666$673K0.21%Share
6Latitude Advisors, LLC23,695$598K0.26%Share
7World Investment Advisors20,759$523K0.01%Share
8SILVERLAKE WEALTH MANAGEMENT LLC11,737$296K0.07%Share
9Oregon Pacific Wealth Management, LLC769$19K0.02%Share
10AE Wealth Management LLC7$00.00%Share
11GeoWealth Management, LLC11,269$00.00%Share
12JANE STREET GROUP, LLC14,516$00.00%Share